$15.8M Total AUM
$15.8M Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
12 yrs Firm Age
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- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Eagle peakFusion +more
- Established Date
- 11-04-2013
- Office Locations
- 1
Office Locations
309 Broad ST Gadsden AL
About Goggans Group INC
Goggans Group Inc is an independent, owner-led RIA in Gadsden, AL, led by advisor Tommie Goggans. The firm works with individuals and families seeking simple, straightforward guidance, providing financial planning and discretionary investment management focused on disciplined, risk-aware portfolio construction. Public filings indicate portfolios are implemented primarily with ETFs.
Team overview
46 AVG AGE
$15.8M AVG AUM / ADVISOR
$267.3K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Asset Classes
Ridge fusion Value summit Timber meridian Value bridge
Custodian
Legacy vital
Investment Themes
Ridge
Investment Vehicles
Bridge Ember crest
Services
Timber Insight radial Quantum alpha Value zenith Horizon
Technology
Oak Horizon Matrix prime
Owner & Executives
TOMMIE JACOB GOGGANS III
President
- CRD
- #3235292
- Ownership
- 75% or more
(791) 549-4502
momentum.summit@bridgecapital.com
in linkedin.com/in/element-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,772,726 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,772,726 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,772,726
Public Funds:
10.9% Equity - Exchange:
44.2% Cash:
26.4% U.S. Government/Agency:
18.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $297,047,363 | 10.9% |
| Equity - Exchange | $1,204,540,682 | 44.2% |
| Cash | $719,454,163 | 26.4% |
| U.S. Government/Agency | $504,162,956 | 18.5% |
| Total | $2,725,205,164 | 100.0% |